Active 10 (US) Yr2 – 28th February 2026
Active 10 (US) Yr2 – 28th February 2026
As usual, the trades will be reported to the Portico Plaza members via the Slack system (usually on the same day).
The end of month position, for the Active 10 (US) Yr2 Portfolio, is shown below:
Transactions:
There were three transactions and one dividend during February 2026, as detailed below.
As before, the ‘Bench Mark’ for the portfolio is the SP500 index (SP500), using the start point of 1st January 2025 (i.e. 5881.63). At 28th February 2026, the SP500 was up by 997.25 points (+16.96%) from 1st January 2025. This means that the US Year 2 portfolio is now out-performing the index by +117.19% (+134.15% – 16.96%)
Please Note: This post is for educational purposes only and is not a recommendation to buy or sell any share (or other investment vehicle). Do your own research (DYOR) before buying or selling any share or other investment and make up your own mind accordingly or seek appropriate professional financial advice.
If you have any comments or observations, regarding the above, then please use the contact us form Here.
Mick (14th March 2026)

